This comprehensive document will help you get started with Verodat. Use the below steps as a priority, as these will unlock the other features and functionality:
Create a dataset
A dataset is a table of data in your workspace. For each dataset, there are a series of settings with define the columns of data you wish to collect, the transformation and validation rules that are applied to the data, and how you wish to map data that is uploaded into the table.
To enable Verodat to prepare and request data for your organisation, you must define the target state for the data that you need.
Once you have set up your dataset, you can publish your settings so users or data suppliers can upload data. The dataset will then automatically manage all uploads to validate and transform it in accordance with your required settings.
Datasets are easy to set up from the 'Design' tab. See steps for setting up your first dataset below.
Step 1: Create a clear name and description for the data in your dataset
To start building your dataset, click on the "+ New Dataset" button from your workspace home page.
Enter a name and description for your dataset. This will give your data suppliers, partners, and colleagues more information about what data your dataset contains and the purpose of collecting that data.
Click "Save and Continue".
Step 2: Add field(s) to the Dataset
In the 'Define target fields' window, click the "+ Add Target Field" button to add a new target data field. Target fields are the columns of data in your table. You need one target field for every column of data you wish to collect.
There are two methods for adding a target field - you will be prompted to choose which one when you click.
Single field: use this option if you want to add field manually by typing in Verodat.
Upload from file: use this option to upload a file with column headers in Excel, and Verodat will automatically add all column names into your settings.
Add a single field at a time:
Upload the file to add fields:
For each target field, you must specify the name, description, and data type. The data type can be string (text), number, integer, or date. By specifying this type, Verodat will automatically validate that the received data matches the expected type and will return a critical error if the submitted data is not in the expected format.
You can also tell Verodat further information about your Target Field to automate data quality checks:
Specify whether the field is mandatory or not using the checkbox.
If a field is marked as mandatory, then blank or null data entries into the field will trigger a critical error.
Specify whether the field is part of the primary key using the checkbox.
A primary key uniquely identifies each record in a dataset. Primary keys must contain unique values and cannot contain NULL values.
Specify whether the field is “Compound target field from other target fields”, Add the target fields to combine and specify a delimiter.
Two or more fields are needed to create a compound field for unique value.
Click "Add Field" once completed, and repeat this action for any additional fields that you require. You can do this in multiple stages if required.
Press "Save" to save all fields against the data store.
Once created, your dataset will be available on your workspace dashboard:
Click on the dataset tile to view the dataset.
Note: Dataset descriptions can be edited at any time from the Verodat 'Design' tab. You can make test uploads in Design to review your setup. When you are happy with your setup, you can promote the dataset to the Staging environment for further testing, or the Live environment if you're ready to get going.
You can review your Target Fields at any point from the 'Settings' tab in a Dataset.
You can add additional “Target Fields” to a dataset from the Design tab at any time.
You can also edit or remove existing target fields by clicking on the target field.
Add rules to fields:
Rules play a crucial role in shaping and transforming data into a format ready for reporting.
Click on 'Rules' in the Settings window:
There are two types are Rules available Validation Rules and Transformation Rules:
Transformation Rules: Allows you to change your data into the format you need.
Validation Rules: Make sure your data is accurate before it joins your dataset.
Select the target field and provide the rule description to create a rule. You can use the functions and select the target fields to create rules:
Create Mappings
Whether you are working with data as a consumer or a supplier, you need to upload it to Verodat. To do so, you must create a mapping that aligns the file columns with the dataset's target fields.
To upload a file, click on “upload”:
Select supplier, select the Microsoft Excel option (make sure it's 2007 or newer - xlsx format), and drag and drop the file:
Select the data sheet name and header row, and click “save and continue”.
By default, it will have two options for mapping, no mapping and default mapping:
You can choose “No Mapping” to create a new mapping or “Default Mapping” to directly use it.
To create a mapping, you need to drag and drop the field from the “Source Data Fields” and pull it to “Target fields” to map with.
Once you are finished with the mapping, click on “Save” and give a name to the mapping:
Your newly created mapping will be available in mapping selection:
You can edit an existing mapping by clicking on the edit icon:
After editing the mappings you need to save, it will ask you to “Create New” or “Update” an existing.
Upload Data
To get the template file for the uploading data, you can click on “Download” and use the template to upload data.
To upload a file, click on “Upload”:
Select the supplier, and you can upload CSV, JSON or XLSX file
Select the data sheet name and header row (in case of XLSX), and click “save and continue”.
Select mappings from available mappings
If target field mapping does not match the file heading, then it will show error.
To keep your data neat and clean, you can apply filter rule like consider only data where customer name is not null “{Customer}!=null”
Click on “Process File” and you'll see a final confirmation message.
Publishing Your Dataset
After your data is uploaded successfully, you can see the output file to view data and “Commit to Dataset”:
You can view the results of your dataset “Data Outputs”
Set up your data supply chain
A data supplier is an organization or an individual you invite to contribute data to your datasets. They take ownership of ensuring that the data feeds they are responsible for are available on time and meet validation requirements.
Data suppliers are managed within Verodat as 'Supplier Groups'.
Supplier groups allow you to group multiple users from the same organization or department, enabling them to share responsibility for data supply.
Each supplier group must have an appointed 'admin' user who serves as the main contact for the group and can manage membership by adding or removing other members. There can only be one 'Supplier Admin' in the group, while all other members are designated as 'Supplier Users'.
Supplier Admin:
A Supplier Admin is the person in charge of managing a supplier group. They take charge of adding or removing users, and act as the main contact for overdue data requests.
Adding and Removing Suppliers:
Supplier Admins are the gatekeepers, adding new suppliers to their group and removing those who no longer contribute.
Assigning a New Admin:
They can assign a new admin to their group.
Data Uploads:
Supplier Admins can upload files for open data requests assigned to their group.
Mapping Edits:
Supplier Admins can create and edit mappings to ensure uploaded data aligns with the required fields.
Data Error Resolution:
When data hiccups occur, Supplier Admins can resolve errors to maintain data integrity.
Removing Data Requests:
In situations where no data is available, Supplier Admins can remove data requests.
Supplier User
Supplier Users can take on the role of providing data, but they cannot add or remove users from the group.
Data Uploads:
Supplier Admins can upload files for open data requests assigned to their group.
Mapping Edits:
Supplier Admins can create and edit mappings to ensure uploaded data aligns with the required fields.
Data Error Resolution:
When data hiccups occur, Supplier Admins can resolve errors to maintain data integrity.
Removing Data Requests:
In situations where no data is available, Supplier Admins can remove data requests.
To create a supplier group in Verodat, click on 'Suppliers' from the menu:
Invite your data suppliers
By default, there will be a supplier group created with the same name as the workspace name (internal). Click on “Manager Suppliers”, it will list all supplier lists, and you can click on the three dots to add members to an existing group or click on “+ New Supplier Group” to create new:
To create a new group, name the group and add the supplier admin email address:
Clicking on "Create Supplier Group" will send an invitation email to the specified supplier's email address and create a new group. If the supplier is already a registered user, accepting the invite will activate the group. Otherwise, the supplier must register to accept the invite:
Now the invited Supplier Admin can also manage this supplier group by registering and logging in to their account:
They can click on “New Members” to add members as Supplier User:
Set up your data requests
Verodat allows users to establish a recurring schedule to automatically request data from suppliers. This feature is known as "Scheduled Requests."
In Verodat, request schedules are created as a standalone component. These schedules can be assigned to one or multiple requests, making it easy to synchronize data submissions across different datasets at the end of each month by assigning the same schedule to all of them.
A scheduled request must specify the following components:
The datastore that data should be submitted to
The supplier that the request should be assigned to
The schedule that the request should recur on
Single Request
To create single requests, your dataset should be in a live state. Click on Request to create request:
To create a Data Request:
Select responsible supplier group
Request type as single
Due date
Mapping that should apply
Clicking “Save and Continue” will send an email to supplier group with Dataset request details.
Recurring Requests
To create a recurring request from Verodat, navigate to “Requests” from the menu, which will list all the existing requests. Click “Manage Request Schedules”:
First, you need to create a schedule. Click on “New Schedule”:
To add a scheduler, you are required to add the below details:
Name: Give unique name to identify scheduler
Description: Short description to Scheduler
Repeat: Repeat request Daily/Weekdays/Day/Week/Month and hour
Reminder: Reminder to supplier and requester Minutes Before/Hours Before/Days Before/Weeks Before
Follow up: Follow up reminder to Supplier/Requester, Minutes After/Hours After/Days After/Weeks After
Clicking on “Add Workspace Schedules” will create a scheduler:
Now, you can create a request using a scheduler to the dataset. Navigate to the dataset and click on the “Request” to add a recurring request scheduler:
Request type should be "Recurring"
On clicking “Save and Continue”, it will generate a request for the same day, and the supplier group will receive an email for the same:
Once done, you can see the request scheduler in the “Requests” menu:
Automating Requests
Once the request has been generated, click the three dots (ellipsis) and select "Manage Automation":
This opens up a new modal. "Automated Request Settings". Here you will select the settings for your automated request.
Within the setting section, there are three separate sections.
Upload Method (mail, script or connection)
Upload Details
Submit your data
Choosing Mail for automation:
When you select the upload method as "mail", you will then be asked to specify the upload details in JSON, CSV, or Excel:
When you select as "Excel", you will be asked to:
"Select Mapping"
"Input Data Sheet Name"
"Input sheet header row"
And instructions for submitting your data will appear.
Click on show advanced settings for final processing states and handling errors:
Define the final processing state (Review/Approved)
Ignore Warning errors (Yes/No)
Choosing Script for Automation:
When you select the upload method as "Script", you will then be asked to specify the upload details in JSON or CSV.
Both options, "JSON" or "CSV" will require you to "Select Mapping".
The "Submit your data" section will be available with code for Curl and Javascript, you can use the code and automate upload:
Choosing Connection for Automation:
When you select the "Connection" option in the section "Upload Method" you will be asked to choose the “+ Connect Data Source” which you have configured earlier:
A popup with connection configuration will appear to:
Select from the list of connections
Select table or sheet (this varies based on connection type)
Add filter query to get neat and clean data (like filtering data based on date it should read last one day data)
Preview data
Confirm to complete
Once configured, select mapping and “Save and Enable Automation”
Connect to Analysis Tools
Using Excel as an analytical tool to get data from Verodat using Excel Add-in, use Excel Copilot to analyze data, and build a dashboard.
Excel Verodat Add-in:
The Verodat Add-In helps Excel users easily access data managed by Verodat and use it for
analysis in Excel.
Functionality:
The Verodat Add-In is available within the Excel Add-Ins library and enables any user to login to Verodat and complete the following actions:
Download clean and up-to-date data that has been managed by Verodat
Update previously downloaded data with the latest version
It helps users to connect to their data supply chain so they can access clean, reliable data for analytics, and easily refresh existing pivots or charts so they contain the latest information.
Key Users:
Teams that love Excel: This Add-In simplifies data refresh for teams that love to build their reports in Excel, eliminating the need to manually export from systems and copy paste into spreadsheets. It helps these teams trust that their source data is correct and up-to-date, and focus on building the visualisations they need.
Small Data Analytics Teams: Enables the easy creation of once-off data analysis, and accelerates the process of manually updating excel-based reporting. This Add-In also supports the creation of lightweight dashboards and enables users to easily refresh to see the latest data, minimising the need to use complex solutions like PowerBI.
Verodat add-in benefits:
Verodat delivers the following features within the Excel Add-In:
Records when data is refreshed, so your teams always know if their report is up to date.
Flags if data is missing or incomplete.
Automatically formats data correctly for analysis
Updates at the click of a button
Steps to use Verodat Add-in:
Open a new Excel Workbook
Under ‘Home’ on the top ribbon, click ‘Add-Ins’
In the search bar, type ‘Verodat’ and select option to "Add".
Once it gets added, it will be available in the home top ribbon:
Click on Verodat, and Panel will appear to get started. Login to the Verodat Add-In using your Verodat login details:
If you have access to multiple workspaces or accounts, select the account you wish to download data from
There will be an option to select environment from design, staging and live environments, select the Environment you wish to download data from (typically this will be ‘Live’)
You can scroll and find the dataset you wish to download data from:
Click ‘Load Data’ to download all data from the selected dataset:
It will show number of rows it downloaded:
If you have previously loaded from dataset and you wish to update, click ‘Update Data’
Excel Co-Pilot:
Microsoft Co-Pilot is a powerful AI-enabled tool that’s available within Excel. When combined with data from Verodat, it’s a fast and efficient tool to speed up data analysis.
Functionality:
Co-Pilot helps users make the most of the clean, reliable data from Verodat by automatically performing key data analysis activities in Excel. It’s very useful to:
Quickly add new formula columns
Automatically build pivot tables
Automatically build charts and visualisations
Help with reformatting data
It speeds up edits to data by advanced users, and automates formula and pivot table creation for novice users.
Key Users:
Novice Excel Users: Suggests analysis options for less advanced Excel users, and automatically applies formulas, pivot tables, and charts based on text requirements from users.
Advanced Excel Users & Data Teams: Instantly builds pivot views, complex formulas, and visualisations and applies them across the full dataset to speed up the build of reports.
Verodat benefits:
Verodat formats data so it’s optimised for use by AI tools like Co-Pilot:
Automatically formats data correctly for analysis so Co-Pilot can accurately generate formulas and pivots
Implements date formats and number formats
Structures in table format numbers
Makes it easy to refresh data so Co-Pilot analysis views can be refreshed and re-utilised, rather than building again
How to use Co-Pilot:
Download up-to-date data feeds using the Verodat Add-In.
Under ‘Home’ on the top ribbon, click ‘Copilot’
Ask Co-Pilot to manipulate your data as required (suggested actions below)
You can ask Co-Pilot to “Create a PivotTable based on [your chosen data])
One more efficient way to query is to ask Co-Pilot questions about your dataset, and it will often make a pivot table to demonstrate results. For example, you can ask, “Which product category has the most unit sales?” or “What is my most popular product?” and it will create a pivot table view + a summary answer.
You can simply read the answer or view the first rows of a pivot table within your Co-Pilot chat, but Co-Pilot also has the capability to add in pivot tables in a new sheet. You can do this by clicking the button in the chat saying “+ Add to New Sheet”.
Re-Format a Column
You can ask Co-Pilot to change the format of data in any column. To do this, just make sure you’re using the same column names that exist in your data.
For example, you can ask “Change employee ID column to text format”, or ‘Make Unit Price in Dollars” and the Copilot will action the change for all rows.
Add a Formula Column
Co-Pilot makes it incredibly easy to add formula to your data. You can ask it to ‘Apply the Split formula to Customer Name” and it will guide you through this process
You don’t need to know the formula to utilise this feature. A more efficient way to use the tool is to tell it what you want to do, for example, 'Split Customer Names into First and Last Name', and it will action the required formula.
This type of prompt is also useful to clone a column or add in a range, for example, “Group customer ages into five groups”, and it will suggest an approach that the user can approve.
Create a Visualisation
Co-Pilot accelerates the process of building data visualisations using Excel charts or even Python code. It minimises time spent refining settings and building background pivots, delivering dashboard views in minutes.
A simple prompt you can apply to any table is ‘Visualise this table of data’, or ‘Create a chart from this table’ and Co-Pilot will respond.
If you want to be more specific, you can ask for specific types of charts or graphs, e.g. ‘Create a line chart of the sum of sales over the past 6 months’.
Co-Pilot will often make helpful recommendations on what chart will be best, so if it has a better suggestion, it might create this as an alternative.
You can simply review the chat within Co-Pilot chat, or click the button in the chat saying “+ Add to New Sheet”
It’s easy to copy and paste multiple visualisations from different tabs into one central sheet to create a complete dashboard view.
Identify Trends
One brilliant feature of Co-Pilot for less advanced users is the analysis function. It enables less confident data users to identify trends they may not have otherwise found.
One easy thing to do is to ask Co-Pilot to ‘identify three key trends from this data’ when selecting a specific table
Alternatively, Co-Pilot also suggests questions based on your data and conversation above the chat box.
Building Dashboard
By utilizing the Verodat Add-in along with Excel Co-Pilot, we can develop a dashboard to analyze the data downloaded from Verodat. Co-Pilot will help with generating formulas, creating pivot tables, and summarizing data. The Verodat Excel Add-in ensures the dashboard stays up-to-date by refreshing the data.
Steps to create a dashboard:
Use Excel Verodat Add-in to download data
To build dashboards, add the required columns using Excel Co-Pilot:
For e.i. using order detail data generate revenue column, ask Co-Pilot “Add column for revenue where quantity is multiplied by unit_price minus discount”
To start preparing the dashboard, get some figures using copilot like:
Get the number of unique customers by asking Co-Pilot, “Get count of unique customer_id” and add to the new sheet:
Get the number of unique orders by asking Co-Pilot, “Total count of unique orders.”
Get the sum of stock available:
Add some visual analytics to the dashboard by creating graphs:
Get a graph for the top 10 highest available product quantities by asking Co-Pilot: “Create a bar chart for top 10 products by sum of unit_in_stock:
Create a pie chart to get category-wise revenue by asking Co-Pilot ”Create pie chart for sum of revenue by category”:
Create a graph to get total revenue by year by asking, “Create a line chart for the sum of revenue by year”:
Copy all above figures and graphs to new sheet to prepare Dashboard.
To add filters excel has functionality of slicers:
You can add slicer by selecting a pivot table and clicking on insert from top navigation:
Select the field to add filter:
Once slicer gets added with selected field, and if you select slicer, it will add slicer top menu for settings:
The Slicer we added will work for the selected pivot table; to enable slicer for all other pivot tables as well, select settings from top navigation and it will open right panel with Slicer Setting. Select PivotTable Connection to table filter for all Pivot tables:
Now, you can use the slicer to filter your dashboard.
Slicer: Slicers provide buttons that you can click to filter tables, or PivotTables. In addition to quick filtering, slicers also indicate the current filtering state, which makes it easy to understand what exactly is currently displayed.
Refreshing Dashboards
The Verodat add-in allows you to refresh data to get the latest updated data, which will help refresh the dashboard built.
To refresh data:
Select the sheet
Login to Verodat add-in
Select workspace and dataset
Click the refresh icon from Add-in to refresh data
To refresh the dashboard with the latest updated data:
Navigate to the dashboard sheet.
From the toolbar above, go to Data and click Refresh All to update the dashboard with new data:
Connect to AI
ChatGPT:
ChatGPT’s natural language processing capabilities enable users to have human-like conversations to complete various tasks. When combined with data from Verodat, it’s a powerful solution that enables users to ‘talk to their data’ and identify insights in a user-friendly, near-real-time experience.
Functionality:
ChatGPT enables business users to get immediate answers to every day questions. When combined with access to data from Verodat, it provides real-time insights and powerful summary analysis of the most important data points for your business, within a user-friendly interface. ChatGPT is a powerful solution to:
Quickly perform analysis at a macro and micro level within the same interface
Answer once-off questions from executives and teams
Answer follow up questions to support understanding
Summarise information into user friendly written reports
Deliver audio summaries of key information
It delivers headline summaries of key information for executive and manager users and helps business users get instant answers to day-to-day questions within a user-friendly interface.
Key Users:
Executives and Business Teams: Delivers real-time answers to daily questions and summarises key information in easy-to-read reports.
Data Analytics Teams: An efficient, fast solution to create data queries, and verify their results. Can be trained to deliver macro-level and micro-level reporting using a range of languages and techniques, including ML, etc., as a reliable reporting interface.
Verodat benefits:
Verodat formats data, so it’s optimised to use by AI tools like ChatGPT:
Enables the connection of your data to ChatGPT using a secure API
Accelerates the training of GPT solutions by providing the following context out of the box:
Data Dictionary (Column Names, Format, Descriptions)
Entity relationships
Primary & Foreign Keys
Reporting Needs
Simplifies the workflow to ‘govern’ the AI solution using pre-configured queries
Verifies results back to source using Query Attribution and Supply Chain Audit ID
Connect your GPT to Verodat using API
Set up an API connection between Verodat & ChatGPT
In the top right menu in your ChatGPT account, select ‘MyGPTs’
Click ‘Create a GPT’
Give Name and Describe Your GPT—you can leave the ‘Instructions’ section blank.
Select capabilities (we initially recommend you de-select Web Browsing, Image Generation & Code Interpreter to constrain your GPT to follow your instructions as closely as possible.
Click ‘Create new Action’ to configure the API connection
Choose authentication as API Key:
You can get an API key from Verodat. Go to profile settings -> AI Keys
Update schema with workspace and account details and Test APIs
Set your data AI context
Lock in your approved queries in Verodat:
Navigate to the ‘Workspace Details’ screen.
Open the AI context setting screen.
Using the following format, write in your query. This will ensure the ChatGPT uses this query structure the next time it is asked the same question.
At this stage, you should also include the question text that this query relates to.
Approved Queries:
Name: Top categories by revenue.
Description: A list of the best performing product categories, measured by sum of total revenue.
Question: What are the top product categories by revenue?
Query: "SELECT c.category_name, SUM(od.unit_price * od.quantity) AS total_revenue FROM order_details od JOIN products p ON od.product_id = p.product_id JOIN categories c ON p.category_id = c.category_id GROUP BY c.category_name ORDER BY total_revenue DESC;"
---
Name: Sales revenue by state.
Description: Returns the state location which generated the most sales revenue.
Question: What us state has the most sales revenue?
Query: "SELECT us.state_name, SUM(od.unit_price * od.quantity) AS total_revenue FROM order_details od JOIN orders o ON od.order_id = o.order_id JOIN customers c ON o.customer_id = c.customer_id JOIN us_states us ON c.region = us.state_abbr GROUP BY us.state_name ORDER BY total_revenue DESC LIMIT 1;"
Test your result: When you’ve saved your results in Verodat, try writing the same question into your GPT. If it returns your approved query, the GPT will append the text below to your answer to assure your users the result is correct.
✅ This is an approved Verodat query ✅
Refine your data context using GPT
The Action File in your GPT allows it to execute a query against a connected database. On initial setup, your GPT will have no preconfigured queries and will therefore attempt to create its own queries based on information provided on the data dictionary as part of the Verodat API.
In many cases, the data dictionary information provided will be sufficient and the GPT will return a correct result. However, to improve the reliability of results within your GPT, we recommend that users set up ‘Approved Queries’ within the Verodat interface.
Below is the recommended process to build Approved Queries.
Instruct the GPT: Clearly instruct the GPT on what you’re looking to understand. There are two approaches to this:
Write as a question, e.g. ‘What are the top 5 best performing products by units sold between April - June 2024?’
Write as an instruction, e.g. ‘Please create a bullet point list of the top 5 products that have sold the most units between April - June 2024.’
Grant GPT access to DB: The GPT will then consult the context file to understand what columns of data to use in its query, and construct a query to answer your question. It will ask you to connect to the DB to run the query it has constructed. Click 'Allow' or 'Always Allow'. Next, your GPT will answer the question.
Check your answer: If you are familiar with SQL or Python, we recommend clicking on the action text (the sentence saying 'Talked to...') to see the full query that the GPT has executed and replicating this query directly on your database to check the result.
It can be helpful here to ask the GPT to tell you more about the steps it followed. If you’re confident on Excel, we also recommend you check your results by utilising the Verodat Excel Add-In to export the data to Excel and create a comparison table returning the same answer.
Refine your answer: You may have received the correct answer, but want to amend the way it is provided. At this stage, it pays to be as specific as possible. Consider adding extra information to the GPT, like whether you’d like the answer presented as a table, or in bullet points. Also consider how many results you’d like to return - the top or the top 10? Ask it to provide the answer again taking into account your format request.
Not getting the right result? Below are three common causes of errors:
Incorrect date ranges: If your dates include timestamps, you may need to adjust your date ranges to include until midnight on the last day of the month.
Incorrect column headings: GPTs can assume that there is a corresponding field for “products” when actually the column name is “product_id”. If this is the case, ask it to check its context information.
Incorrect match to query: GPT may search for an exact term in your query, which does not exactly match the information in your data rows, or you may have used some industry jargon which the GPT does not understand.
If this is the case, you can:
Amend your field descriptions in Verodat to include additional context on relevant jargon terms etc.
Contact the Verodat support team for assistance with Fuzzy Matching
Updated your AI Context as instructed by ChatGPT inside Verodat workspace settings.
Customise Your Workspace:
Verodat provides the facility to customize your workspace by allowing you to add users, add workspaces, and connect your own storage:
Add Users
The following roles are available within Varodet:
Account Admin
Aligns to current roles in the system. Can edit all settings, manage users, and manage billing and subscription details.
As the Account Admin, you're the one who decides who does what.
Being an Account Admin means you can dive into the Snowflake database linked to your account just by using your login email. This means you can see all the workspaces and the datasets assigned to you.
The Account Admin is the glue holding everything together. They ensure that the right people are in the right roles, they manage the account settings and have exclusive access to the Snowflake database.
Workspace Admin
As the workspace Admin, you can manage all settings and users within a workspace and edit all datasets in that workspace.
The Workspace Admin has access to the Snowflake database under their Verodat login email. This allows convenience for users to view all the datasets they are assigned to in that account as a workspace admin.
Workspace admins can view only the workspace they are assigned to under an account.
Dataset Admin
As the Dataset Admin, you can manage all settings for a particular dataset.
You can also manage all uploads and requests for data within the dataset.
Dataset User
Can manage uploads and requests for data within a particular dataset.
Supplier Admin
Can manage uploads and requests for data within a particular dataset.
Supplier User
A member of a Supplier Group. Can upload data in response to a request. Can only see uploads from their own group.
Add Workspaces
Verodat allows you to add multiple workspaces that will help you manage multiple companies or organizations in a single account.
To add new workspace to your existing account, click on “Add workspace:
Enter workspace details:
Name: unique workspace name
Description: short workspace description
Table Prefix: will be used as dataset name table prefix in database table, like name of dataset is “sales” and prefix is “aw_” then database table name will be “aw_sales”
Logo for the workspace
Once done, workspace will get added, and you can see the workspace here:
Note: To get additional workspace, please activate your account with the Standard license of Verodat, or reach out to our support team for assistance.
Connect your own storage
Verodat allows you to connect to your own storage account for blob and database storage if you are a Starndard or Enterprise customer, while you are creating an account and workspace:
Blob storage is a type of cloud storage for unstructured data. A "blob," which is short for Binary Large Object, is a mass of data in binary form that does not necessarily conform to any file format. Blob storage keeps these masses of data in non-hierarchical storage areas called data lakes.
Next, you can select “Connection Database” as Snowflake or SQL Database:
SnowFlake:
Snowflake enables data storage, processing, and analytic solutions that are faster, easier to use, and far more flexible than traditional offerings.
Select snowflake:
Add account details
Select Warehouse and Database
Enter Schema
SQL Database:
SQL databases, also known as relational databases, are systems that store collections of tables and organize structured sets of data in a tabular columns-and-rows format, similar to that of a spreadsheet.
Select SQL Database:
Enter Database Details
Select Database
Enter Schema – it will allow you to select different Schemas for Design, Stage and Live
Note: To connect to your own storage(Snowflake or SQL Server) you'll need to activate your account with the Standard license of Verodat.